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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MORN holding history

Morningstar, Inc. in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overviewAll 13F holders of MORNFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of MORN by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−9−100.0%Sold outHolders
Q1 20269$1.52K<0.1%+5+125.0%AddedHolders
Q4 20254$869<0.1%+4NewHolders